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How To Start a New Document

There are three techniques for starting a new Document.

  • Using the Global Search a.k.a. Awesome Bar
  • Using the Document List
  • Using a Link Field / Dynamic Link Field

Example

new-contact

  1. Click in the Global Search and search for "new [DocType]" where [DocType] represents the type of Document you want to create. For example, "new Contact".
  2. Find the "new [DocType]" option and click on it.

Alternatively, you may hit Enter, which brings up the search dialog. Click the "Create a new..." option on the left, then click on the appropriate option in the resulting filter.

When To Use

Use this method when you're looking for the fastest way to start a new Document, and you aren't already in the relevant Document List or creating a new Document.

Using the Document List

Example

new button

  1. Open the appropriate Document List by nagivagating or using the Global Search.
  2. Click on the blue "New" button in the upper-right.

When To Use

Use this method when you are already in the Document List, or if you like having a sense of place.

Example

new link field

If the field is a Dynamic Link Field, begin by selecting the appropriate DocType in the previous field.
  1. View the available Link Field Documents by clicking in the field.
  2. You can now:
    1. filter for available Documents by typing in the Link Field,
    2. select the Document you want to link to, or
    3. create a new linkable Document (scroll to the bottom of the list of options and click the "+ Create a new [DocType]" option).

Hitting "Save" while creating a new Document started from a Link Field will return you to the previous form. The Link Field will automatically have the new Document selected. You may need to hit "Save" a second time to be taken back to the previous form.

Tip

Creating new Documents from a Link field allows you to layer new Documents efficiently, it should be used with care, since there are situations when working in multiple tabs can lead to a loss of work while multi-tasking.

Here are a couple rules of thumb to use to decide if you should create a new Document from a Link Field:

  • When the Document you wish to create is relatively simple (e.g. Contacts, Addresses).
  • When the Document doesn't stand on it's own (e.g. Reservations).
  • When you don't expect to be interrupted, you are in the middle of a form, and you want to create and link to the new Document in one step.